Sundaram Large Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Large Cap IDCW Reinvest Direct Plan

NAV
₹17.9035
-0.13%
(3 Jul)
AUM
3,396 Cr
TER
0.64%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+6.3%
+6.3%
+4.6%
+3.2%
-4.2%
-4.2%
3Y
+25.5%
+25.5%
+19.9%
+17.7%
+23.4%
+23.4%
5Y
+27.1%
+27.1%
+20.8%
NA
+22.0%
+22.0%
ALL
+16.5%
+16.5%
+13.8%
+18.6%
+16.1%
+16.1%
VOL
18.0%
18.0%
-
14.5%
17.8%
17.8%
TER
0.7%
0.7%
-
0.6%
0.1%
0.1%
AUM
₹41,750 Cr
₹41,750 Cr
-
₹3,396 Cr
₹577 Cr
₹577 Cr
INFO
0.92
0.92
-
1.28
0.91
0.91
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Large Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
ICICI Bank Ltd
10.1%
HDFC Bank Ltd
10.0%
Treps
7.8%
Bharti Airtel Ltd
5.3%
Infosys Ltd
4.9%
Reliance Industries Ltd
4.2%
Dr Reddy's Laboratories Ltd
3.8%
Axis Bank Ltd
3.4%
Sun Pharmaceuticals Industries Ltd
3.3%
Bharat Petroleum Corp Ltd
3.1%
Top industry exposure
Financial Services
33.9%
Consumer Cyclical
9.4%
Technology
9.1%
Energy
7.4%
Industrials
7.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
34%
Lock-in period
-
Exit load
• 0% for redemption between 0% to 25% units and 1% for redemption between 25% to Maximum% units and within 365 days
Fund objective
The investment objective of the scheme is to generate capital appreciation by investing in large cap stocks.
Fund manager(s)
Ashwin Jain

FAQs